DIMENSIONAL EMERGING MARKETS (DFEV) Institutional Shareholders
DIMENSIONAL EMERGING MARKETS (DFEV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.21B in DFEV holdings during the latest filing period.
Asset Dedication, Llc is currently the largest disclosed institutional shareholder of DFEV tracked by InsiderSet, reporting ownership valued at approximately $105.38M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $102.12M, representing an estimated loss of -3.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 39% of the total disclosed DFEV value among the investors covered in this analysis. Major shareholders include Asset Dedication, Llc, Jones Financial Companies Lllp, Root Financial Partners, Llc, and several other long-term asset managers with concentrated positions in DIMENSIONAL EMERGING MARKETS (DFEV).
This page ranks the largest institutional DFEV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
279
Total Reported Value
$1.21B
Largest Holder
Asset Dedication, Llc
Largest Position
$105.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Asset Dedication, Llc | 6.63% | 2,469,715 | $105,375,559 | $102,122,715 | -$3,252,844 | -3.09% | |
| Jones Financial Companies Lllp | 0.03% | 2,055,202 | $71,767,794 | $84,982,603 | +$13,214,809 | +18.41% | |
| Root Financial Partners, Llc | 2.10% | 1,268,143 | $54,107,995 | $52,437,713 | -$1,670,282 | -3.09% | |
| Ritholtz Wealth Management | 0.88% | 1,424,431 | $50,966,158 | $58,900,222 | +$7,934,064 | +15.57% | |
| Raymond James Financial Inc | 0.01% | 987,813 | $35,343,950 | $40,846,068 | +$5,502,118 | +15.57% | |
| B&D White Capital Company, Llc | 3.43% | 807,853 | $34,468,745 | $33,404,722 | -$1,064,023 | -3.09% | |
| Hightower Advisors, Llc | 0.04% | 954,524 | $34,153,121 | $39,469,567 | +$5,316,446 | +15.57% | |
| Sensible Money, Llc | 8.46% | 748,053 | $31,917,239 | $30,931,992 | -$985,247 | -3.09% | |
| Exencial Wealth Advisors, Llc | 0.93% | 832,153 | $29,774,450 | $34,409,527 | +$4,635,077 | +15.57% | |
| True Wealth Design, Llc | 7.05% | 694,242 | $29,621,282 | $28,706,907 | -$914,375 | -3.09% | |
| Marquette Asset Management, Llc | 3.70% | 673,678 | $28,743,887 | $27,856,585 | -$887,302 | -3.09% | |
| Fmr Llc | 0.00% | 734,090 | $26,265,732 | $30,354,622 | +$4,088,890 | +15.57% | |
| Family Investment Center, Inc. | 4.28% | 604,094 | $25,774,927 | $24,979,287 | -$795,640 | -3.09% | |
| Northavenue Llc | 16.45% | 538,310 | $22,968,138 | $22,259,119 | -$709,020 | -3.09% | |
| Beacon Pointe Advisors, Llc | 0.11% | 605,833 | $21,676,702 | $25,051,195 | +$3,374,493 | +15.57% | |
| Cambridge Financial Group, Llc | 6.80% | 505,917 | $21,586,015 | $20,919,668 | -$666,347 | -3.09% | |
| Evanson Asset Management, Llc | 1.12% | 585,452 | $20,947,478 | $24,208,440 | +$3,260,962 | +15.57% | |
| Eagle Wealth Strategies Llc | 7.89% | 483,697 | $20,637,968 | $20,000,871 | -$637,097 | -3.09% | |
| Goldman Sachs Group Inc | 0.00% | 500,000 | $17,890,000 | $20,675,000 | +$2,785,000 | +15.57% | |
| Index Fund Advisors, Inc. | 0.79% | 488,266 | $17,470,170 | $20,189,799 | +$2,719,629 | +15.57% | |
| Alesco Advisors, Llc, An Esl Co | 0.41% | 447,821 | $16,023,019 | $18,517,398 | +$2,494,379 | +15.57% | |
| Strata Wealth Advisors, Llc | 4.04% | 411,910 | $14,738,148 | $17,032,479 | +$2,294,331 | +15.57% | |
| Graves Light Lenhart Wealth, Inc. | 1.35% | 339,406 | $14,481,473 | $14,034,438 | -$447,035 | -3.09% | |
| Guardian Wealth Management, Llc | 3.86% | 322,338 | $13,753,247 | $13,328,676 | -$424,571 | -3.09% | |
| Opes Wealth Management Llc | 2.02% | 329,925 | $11,804,705 | $13,642,399 | +$1,837,694 | +15.57% | |
| Financial Architects, Llc | 5.40% | 264,150 | $11,270,514 | $10,922,603 | -$347,912 | -3.09% | |
| Blume Capital Management, Inc. | 1.65% | 261,152 | $11,142,599 | $10,798,635 | -$343,964 | -3.09% | |
| Spwm Advisors Llc | 10.14% | 274,653 | $10,977,891 | $11,356,902 | +$379,011 | +3.45% | |
| Royal Bank Of Canada | 0.00% | 305,503 | $10,931,000 | $12,632,549 | +$1,701,549 | +15.57% | |
| Freedom Investment Management, Inc. | 2.73% | 257,431 | $9,210,899 | $10,644,772 | +$1,433,873 | +15.57% | |
| Cordant, Inc. | 3.21% | 208,986 | $8,916,812 | $8,641,571 | -$275,241 | -3.09% | |
| Mills Wealth Advisors Llc | 2.63% | 195,432 | $8,338,512 | $8,081,113 | -$257,399 | -3.09% | |
| Dinuzzo Private Wealth, Inc. | 0.81% | 192,576 | $8,216,679 | $7,963,018 | -$253,661 | -3.09% | |
| Vestmark Advisory Solutions, Inc. | 0.09% | 228,234 | $8,166,213 | $9,437,476 | +$1,271,263 | +15.57% | |
| Envestnet Asset Management Inc | 0.00% | 187,074 | $7,981,900 | $7,735,510 | -$246,390 | -3.09% | |
| Apella Capital, Llc | 0.11% | 190,445 | $7,815,881 | $7,874,901 | +$59,020 | +0.76% | |
| Tortoise Investment Management, Llc | 0.60% | 203,938 | $7,296,884 | $8,432,836 | +$1,135,952 | +15.57% | |
| United Wealth Management, Llc | 1.55% | 161,153 | $6,875,939 | $6,663,677 | -$212,262 | -3.09% | |
| Vise Technologies, Inc. | 0.13% | 200,501 | $6,764,912 | $8,290,716 | +$1,525,804 | +22.55% | |
| Waverly Advisors, Llc | 0.05% | 187,324 | $6,702,449 | $7,745,847 | +$1,043,398 | +15.57% | |
| Estate Counselors, Llc | 0.58% | 183,475 | $6,564,736 | $7,586,691 | +$1,021,955 | +15.57% | |
| Breakwater Capital Group | 0.77% | 149,813 | $6,392,068 | $6,194,768 | -$197,300 | -3.09% | |
| Sterling Financial Planning, Inc. | 1.88% | 176,980 | $6,332,341 | $7,318,123 | +$985,782 | +15.57% | |
| Sax Wealth Advisors, Llc | 0.26% | 176,662 | $6,320,970 | $7,304,974 | +$984,004 | +15.57% | |
| Integrity Advisory Solutions, Llc | 0.62% | 142,291 | $6,071,185 | $5,883,733 | -$187,452 | -3.09% | |
| Versant Capital Management, Inc | 0.53% | 138,902 | $5,926,542 | $5,743,598 | -$182,944 | -3.09% | |
| Savant Capital, Llc | 0.03% | 164,009 | $5,868,259 | $6,781,772 | +$913,513 | +15.57% | |
| Truist Financial Corp | 0.01% | 137,162 | $5,852,310 | $5,671,649 | -$180,661 | -3.09% | |
| Moneta Group Investment Advisors Llc | 0.04% | 158,354 | $5,665,915 | $6,547,938 | +$882,023 | +15.57% | |
| Vestia Personal Wealth Advisors | 2.65% | 167,911 | $5,644,247 | $6,943,120 | +$1,298,873 | +23.01% |
Frequently asked questions about DFEV
Who owns the most DFEV stock?
The largest holders of DFEV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIMENSIONAL EMERGING MARKETS (DFEV).
Is DFEV widely held by superinvestors?
Many widely followed stocks like DFEV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFEV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.